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PODCAST

Teach and Retire Rich

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.

education investing

All Episodes

31:14

Feeling Thankful (#192)

Teach and Retire Rich ·

2021/11/26

Dan & Scott share good 403(b) advocacy news. Dan discusses his talk to teachers in Albuquerque. Albuquerque Teacher Residency Partnership When Bad Vendors Offer Good Investing Choices Plan Rating Project Podcast Meridian Wealth Management 403bwise.org

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36:33

Community College Super Advocate (#191)

Teach and Retire Rich ·

2021/11/19

Everyone should be so lucky as to have a colleague like Scott Olsen who works hard to educate his colleagues at Foothill-DeAnza Community College District about saving for retirement. Foothill DeAnza-Community College District Bogleheads Plan Rating Project Podcast Meridian Wealth Management 403bwise.org

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38:18

Did AIG Just Get Single-Vendor Religion? (#190)

Teach and Retire Rich ·

2021/11/12

We discuss 2022 403(b) and 457(b) contribution limit increase and an article and report that seem to suggest AIG may be getting behind single vendor push. Or maybe we are just crazy. 2022 403(b) Contribution Limits 2022 457(b) Contribution Limits PlanSponsor: K-12 School Districts Confused About Retirement Benefits AIG Report: Meeting Retirement Needs of K-12 Employees Meridian Wealth Management 403bwise.org

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36:52

Non-Profit Helping Non-Profits (#189)

Teach and Retire Rich ·

2021/11/05

Crystal Gonzalez is the founder of a non-profit that assists non-profits. She was also a 5th grade student of Dan's way back in the early 2000's. RevComm Foundation Meridian Wealth Management 403bwise.org

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01:13:22

Cullen Roche's Big Announcement (#187)

Teach and Retire Rich ·

2021/10/22

Cullen Roche, author, money manager, and one of the most astute financial minds we know has some big news. Pragcap Discipline Funds Meridian Wealth Management 403bwise.org

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01:15:59

403(b) Plan Rating Project (#186)

Teach and Retire Rich ·

2021/10/15

403bwise launches school district 403(b) & 457(b) database and A-F rating system. Dan and Scott discuss initiative that they hope will bring sunshine and accountability. Search the Database A-F Rating System Explained Meridian Wealth Management 403bwise.org

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36:20

California Teacher to Iowa Farmer (#185)

Teach and Retire Rich ·

2021/10/08

California choir director quits teaching and moves to Iowa to farm. We have questions. Choir Teacher + Author on F.I.R.E. Seed Saver Exchange Meridian Wealth Management 403bwise.org

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39:55

Arrested Development (#184)

Teach and Retire Rich ·

2021/10/01

This is not an Onion story. The Newport Beach, California owner of Tax Deferred Services, a firm that provides 403(b)/457(b) plan compliance for more than 300 California school districts was arrested in what the California Department of Insurance (CDI) called a “$4 million securities fraud scheme." Owner of Large 403(b)/457(b) Compliance Firm Booked Meridian Wealth Management 403bwise.org

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57:24

Fin Lit Royalty (#183)

Teach and Retire Rich ·

2021/09/24

Dr. Barbara O'Neill, CFP®, AFC, owner/CEO of Money Talk: Financial Planning Seminars and Publications where she writes, speaks, and reviews content about personal finance. Barbara is a Distinguished Professor Emeritus at Rutgers University, after 41 years of service as a Rutgers Cooperative Extension educator and personal finance specialist. Dr. Barbara O'Neill Meridian Wealth Management 403bwise.org

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52:50

Money Editor (#182)

Teach and Retire Rich ·

2021/09/17

We talk teacher pension plans and higher education with Money's Kaitlin Mulhere. Kaitlin Mulhere Many Teacher Pension Plans Get Failing Grade Meridian Wealth Management 403bwise.org

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36:12

The Wealthy Educator (#181)

Teach and Retire Rich ·

2021/09/10

34-year-old Flushing, NY middle school science teacher maxes out his 403(b), 457(b) and Roth IRA. Plus he has two side hustles. The Wealthy Educator Email Meridian Wealth Management 403bwise.org

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01:00:15

Social Security Expert (#180)

Teach and Retire Rich ·

2021/09/03

Devin Carroll, a Texas-based financial planner who runs the Social Security Intelligence blog talks Social Security. devincarroll.com Social Security Intelligence blog Devin's YouTube Channel Meridian Wealth Management 403bwise.org

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48:41

Iowa IPERS Experts (#179)

Teach and Retire Rich ·

2021/08/27

Retired Colorado teacher Karl Fisch and former Iowa teacher and administrator, and current University of Northern Iowa instructor Matt Townsley discuss their new book for members of the Iowa Public Employees' Retirement System. Iowa IPERS Book TL;DR Series Interested in Collaborating with Karl? 403bwise Events Meridian Wealth Management 403bwise.org

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47:20

Catching Up with the Sweeneys (#178)

Teach and Retire Rich ·

2021/08/20

We check in with NY teaching couple we interviewed in 2017. 7:25 — 529/retirement plan update/new saving rate 10:23 — 403(b) vendor quality update 13:03 — 457(b) plan update 22:36 — Applying to college landscape 26:07 — Teaching during pandemic 31:29 — NY State 529 plan 36: 14 — Reveal total annual $ cost in fees 37:21 — Travel hacking Episode #43: Two Educators Get Wise Meridian Wealth Management 403bwise.org

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24:05

Principal with Teacher First Principles (#177)

Teach and Retire Rich ·

2021/08/13

Florida middle school principle Joe Peccia Jr. began the school year by helping his staff get wise to their pension, the 403(b), the 457(b), and what to know when working with an advisor. Principle Joe Peccia Jr. Meridian Wealth Management 403bwise.org

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30:06

Dear New Teachers (#176)

Teach and Retire Rich ·

2021/08/06

Dan has some thoughts for new teachers that he wishes had been shared with him way back in August, 1993. Dear New Teachers (Blog Post) Meridian Wealth Management 403bwise.org

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27:46

Illinois TRS Experts (#175)

Teach and Retire Rich ·

2021/07/30

Retired Colorado teacher Karl Fisch and former Illinois teacher and current Illinois College instructor Eric McClarey discuss their new book for members of the Teachers' Retirement System of Illinois. Illinois TRS Book TL;DR Series Interested in Collaborating with Karl? 403bwise Events Meridian Wealth Management 403bwise.org

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01:14:54

Saving for College & Other Kid Expenses (#174)

Teach and Retire Rich ·

2021/07/23

We talk 529 plans, Coverdell ESAs, UTMAs and other ways to save for college. We also discuss how to put aside money for other expenses kids may have. 403bwise Meridian Wealth Management Speakpipe

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42:20

Paying for College with Ron Lieber (#173)

Teach and Retire Rich ·

2021/07/16

Author and New York Times Your Money columnist Ron Lieber discusses his fantastic new book: The Price You Pay for College: An Entirely New Road Map for the Biggest Financial Decision Your Family Will Ever Make Ron Lieber 403bwise Meridian Wealth Management

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49:30

Teacher/Financial Coach (#172)

Teach and Retire Rich ·

2021/07/09

NYC teacher Emily Maretsky talks teaching, her varied and interesting teaching experiences, and helping other teachers get wise to saving and investing. https://www.instagram.com/teacherfinancialcoach/ 403bwise Meridian Wealth Management

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410 results

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